Valmark Advisers’s Air Products & Chemicals APD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $836K | Sell |
2,965
-5
| -0.2% | -$1.41K | 0.01% | 362 |
|
|
2025
Q1 | $876K | Sell |
2,970
-8
| -0.3% | -$2.36K | 0.01% | 332 |
|
|
2024
Q4 | $864K | Sell |
2,978
-13
| -0.4% | -$3.77K | 0.01% | 330 |
|
|
2024
Q3 | $891K | Sell |
2,991
-148
| -5% | -$44.1K | 0.01% | 323 |
|
|
2024
Q2 | $810K | Buy |
3,139
+93
| +3% | +$24K | 0.01% | 316 |
|
|
2024
Q1 | $738K | Sell |
3,046
-13
| -0.4% | -$3.15K | 0.01% | 316 |
|
|
2023
Q4 | $838K | Sell |
3,059
-166
| -5% | -$45.5K | 0.02% | 278 |
|
|
2023
Q3 | $914K | Hold |
3,225
| – | – | 0.02% | 235 |
|
|
2023
Q2 | $966K | Sell |
3,225
-3
| -0.1% | -$899 | 0.02% | 234 |
|
|
2023
Q1 | $927K | Sell |
3,228
-33
| -1% | -$9.48K | 0.02% | 229 |
|
|
2022
Q4 | $1.01M | Sell |
3,261
-1
| -0% | -$308 | 0.02% | 213 |
|
|
2022
Q3 | $759K | Buy |
3,262
+50
| +2% | +$11.6K | 0.02% | 220 |
|
|
2022
Q2 | $772K | Sell |
3,212
-9
| -0.3% | -$2.16K | 0.02% | 228 |
|
|
2022
Q1 | $805K | Buy |
3,221
+157
| +5% | +$39.2K | 0.01% | 230 |
|
|
2021
Q4 | $932K | Buy |
3,064
+41
| +1% | +$12.5K | 0.02% | 208 |
|
|
2021
Q3 | $774K | Hold |
3,023
| – | – | 0.01% | 219 |
|
|
2021
Q2 | $870K | Sell |
3,023
-232
| -7% | -$66.8K | 0.02% | 200 |
|
|
2021
Q1 | $916K | Buy |
3,255
+356
| +12% | +$100K | 0.02% | 189 |
|
|
2020
Q4 | $792K | Buy |
+2,899
| New | +$792K | 0.02% | 193 |
|